VCM

Violich Capital Management Portfolio holdings

AUM $840M
1-Year Est. Return 26.55%
This Quarter Est. Return
1 Year Est. Return
+26.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$576K
3
+$214K
4
DORM icon
Dorman Products
DORM
+$208K
5
AZO icon
AutoZone
AZO
+$201K

Top Sells

1
+$670K
2
+$536K
3
+$456K
4
MCD icon
McDonald's
MCD
+$303K
5
MSFT icon
Microsoft
MSFT
+$245K

Sector Composition

1 Technology 32.21%
2 Healthcare 18.14%
3 Financials 11.83%
4 Communication Services 10.05%
5 Energy 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$986K 0.35%
13,702
52
$836K 0.29%
9,460
53
$776K 0.27%
10,786
+100
54
$751K 0.26%
9,040
55
$698K 0.24%
8,474
56
$687K 0.24%
13,380
57
$660K 0.23%
6,700
-3,075
58
$646K 0.23%
21,436
59
$631K 0.22%
16,852
-3,160
60
$586K 0.21%
3
61
$561K 0.2%
7,575
62
$527K 0.18%
5,600
63
$497K 0.17%
19,957
-200
64
$465K 0.16%
3,849
-914
65
$420K 0.15%
19,425
66
$406K 0.14%
2,106
67
$398K 0.14%
4,690
-370
68
$380K 0.13%
9,700
-60
69
$361K 0.13%
8,077
70
$347K 0.12%
27,735
-3,450
71
$338K 0.12%
2,436
-209
72
$303K 0.11%
22,350
-49,400
73
$302K 0.11%
3,530
-1,720
74
$289K 0.1%
6,435
+2,485
75
$282K 0.1%
10,400
1 2
3
4